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What is SalesOutlook CRM?

SalesOutlook's Outlook CRM seamlessly integrates with Microsoft Outlook, delivering a robust solution for customer relationship management (CRM) alongside an efficient email marketing platform. All customer information is effortlessly synchronized with our Outlook-centric CRM, eliminating the need for a separate MS SQL server database, as all data is securely stored within the respective contact profiles. The SalesOutlook CRM leverages Microsoft Outlook for organizing and preserving all files and email exchanges, ensuring that users have everything they need in one place. With its user-friendly design, SalesOutlook Outlook CRM provides numerous features that enhance the overall experience for users. You can easily drag and drop contacts into various lead categories, such as "Opportunity" or "Customer Inquiry," directly from your email interface. By right-clicking on a customer's name, users can quickly access their contact details, making navigation straightforward and efficient. Our specialized Outlook CRM is designed to optimize user productivity by utilizing a communication medium that is widely adopted, ensuring that managing customer relationships is both effective and convenient.

What is Cloud-Sync?

Cloud-Sync provides a reliable and automated method for synchronizing data between Microsoft 365 or Google Workspace and various CRM, ERP, and database systems, thus allowing organizations to sustain seamless connectivity across email communications, calendars, contacts, and files while removing the complexity associated with traditional workflow tools. This innovative solution works with numerous top-tier CRM and ERP systems, as well as any database that supports a REST API, operating quietly in the background to enhance the effectiveness of existing email and collaboration tools. Users can easily authorize Cloud-Sync by signing in with their Microsoft or Google work accounts through the secure OAuth 2.0 protocol, which enables access to emails and the option to update calendars, contacts, and files without compromising password security. Once the connection is set up, Cloud-Sync efficiently logs all incoming and outgoing emails related to CRM contacts against their respective records, enabling team members to have a comprehensive view of customer interactions without the hassle of manual data entry. This efficient process not only alleviates administrative tasks but also fosters improved teamwork and collaboration among colleagues, leading to enhanced productivity and communication within the organization. Additionally, the continuous synchronization ensures that all team members are always working with the most up-to-date information, further streamlining operations.

Media

Media

Integrations Supported

Constant Contact
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LinkedIn
Microsoft 365
Microsoft OneDrive
NetSuite CRM
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Integrations Supported

Constant Contact
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LinkedIn
Microsoft 365
Microsoft OneDrive
NetSuite CRM
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesOutlook, Inc

Company Location

United States

Company Website

www.salesoutlook.com

Company Facts

Organization Name

Cloud-Sync

Company Location

United States

Company Website

www.cloud-sync.email/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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